Investment Management - MAN00095M
Module summary
This module develops both theoretical and practical knowledge in the area of investment management.
Module will run
| Occurrence | Teaching period |
|---|---|
| A | Online Teaching Period 2 2025-26 |
| B | Online Teaching Period 6 2025-26 |
Module aims
The goal of the module is to equip students with the tools necessary to make good investment decisions with reference to:
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How risk aversion affects capital allocation to risky assets
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How to construct optimal risky portfolios
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How Index model helps to construct optimal risky portfolio
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Top down approach—Macroeconomic analysis and industry analysis
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How to value equities
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Fundamental analysis i.e., Financial statement analysis
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Portfolio Performance evaluation
Module learning outcomes
On successful completion of the module, you will be able to:
MO1: Describe and apply mean-variance portfolio theory to investment problems
MO2: Make strategic asset allocation decisions, including selection of investment asset types; sectors, industries, individual securities and personal and organisational ethical considerations
MO3:Use various forms of security analysis to evaluate company performance
MO4: Identify and develop an effective approach to communicating across cultures
MO5: Evaluate and monitor portfolio performance using qualitative and quantitative methods.
Module content
Week 1 Risk aversion and capital allocation to risky assets
Week 2 Optimal risky portfolios
Week 3 Index models
Week 4 Macroeconomic and industry analysis
Week 5 Equity valuation models
Week 6 Financial statement analysis
Week 7 Portfolio performance evaluation
Indicative assessment
| Task | % of module mark |
|---|---|
| Assignment - York Online Programmes | 100.0 |
Special assessment rules
None
Indicative reassessment
None
Module feedback
Feedback will be provided via the Canvas online VLE either written or recorded.
Indicative reading
Bodie, Z., Kane, A. and Marcus, A. (2018), Investments, McGraw-Hill/Irwin, 11th Global Edition.